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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,216 | $77,449-5.5% | $69,483+5.4% | $152,909-52.1% |
| Participation rate | 78.9% | 78.1%+0.9pp | 74.6%+4.3pp | 82.5%-3.5pp |
| Annual return | 16.58% | 39.09%-22.5pp | 28.99%-12.4pp | 345.46%-328.9pp |
| Employer contribution / active EE | $4,158 | $3,316+25.4% | $2,780+49.6% | $4,764-12.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,566 | $6,210-10.4% | $3,841+44.9% | $11,601-52.0% |